| Juli Clover / MacRumors: |
Apple says AI chief John Giannandrea is stepping down and will retire in spring 2026; ex-Microsoft CVP Amar Subramanya takes over, reporting to Craig Federighi — Apple AI chief John Giannandrea is stepping down from his position and retiring in spring 2026, Apple announced today.| The Information: |
Internal memo: OpenAI CEO Sam Altman declares a “code red” to shift more resources to improve ChatGPT amid rising competition, delaying other plans, like ads — OpenAI CEO Sam Altman on Monday told employees he was declaring a “code red” to marshall more resources to improve ChatGPT … | Ben Thompson / Stratechery: |
Google, with its structural advantages, is a threat to both OpenAI and Nvidia; OpenAI has a meaningful moat with 800M+ ChatGPT users, but must monetize via ads — OpenAI and Nvidia are both under threat from Google; I like OpenAI's chances best, but they need an advertising model to beat Google as an Aggregator.| Allison Johnson / The Verge: |
Samsung unveils the Galaxy Z TriFold, with a 6.5" outer screen, a 10" inner screen, a Snapdragon 8 Elite for Galaxy SoC, and a 3.9mm body at its thinnest point — It's really called the TriFold and it's really coming to the US. … It'll launch first in Korea on December 12th, with a US launch planned for the first quarter of 2026.| Heekyong Yang / Reuters: |
| Ryan Christoffel / 9to5Mac: |
AWS and Google Cloud announce a jointly built multicloud networking solution and a new open interoperability spec; AWS plans a rollout with Azure later in 2026 — Outages at major web hosts can have huge impacts across society, as we see often such as with the recent Cloudflare outage.| Reuters: |
Sources: Apple doesn't plan to comply with India's mandate to preload a state-owned cyber safety app on iPhones and will raise its concerns with New Delhi — Apple (AAPL.O) does not plan to comply with a mandate to preload its smartphones with a state-owned cyber safety app and will convey … | Anthropic: |
Study: using the SCONE-bench benchmark of 405 smart contracts, Claude Opus 4.5, Sonnet 4.5, and GPT-5 found and developed exploits collectively worth $4.6M — AI models are increasingly good at cyber tasks, as we've written about before. But what is the economic impact of these capabilities?| Michael J. de la Merced / New York Times: |
Prediction market Kalshi raised $1B led by Paradigm at an $11B valuation, up from $5B after raising $300M in October 2025, making its co-founders billionaires — The fund-raising effort, the company's third this year, values it at $11 billion, and comes amid stiff competition in the increasingly popular industry.| Amanda Silberling / TechCrunch: |
Marques Brownlee plans to shut down wallpaper app Panels on December 31; Appfigures: Panels had 900K downloads and $95K in user spending since its 2024 launch — Tech YouTuber Marques Brownlee, or MKBHD, announced on Monday that his phone wallpaper app Panels is shutting down.| Rebecca Szkutak / TechCrunch: |
Nvidia announces Alpamayo-R1, an AI model for autonomous driving research, and calls it the “first industry-scale open reasoning vision language action model” — Nvidia announced new infrastructure and AI models on Monday as it works to build the backbone technology for physical AI … | Matthew Gault / 404 Media: |
Polymarket's Ukraine war betting, based on ISW's map, generated $1M+ in volume for “Will Russia capture Myrnohrad?”; an “unauthorized” map edit resolved the bet — A live map that tracks frontlines of the war in Ukraine was edited to show a fake Russian advance on the city of Myrnohrad on November 15.| The Information: |
Sources: Marvell is in advanced talks to buy chip startup Celestial AI in a cash-and-stock deal that could top $5B; Celestial was valued at $2.5B in March 2025 — Marvell is in advanced talks to buy Santa Clara-based chip startup Celestial AI in a cash-and-stock deal worth multiple billions of dollars … | Emily Graffeo / Bloomberg: |
Vanguard now allows ETFs and mutual funds that primarily hold cryptocurrencies to be traded on its platform, reversing a longstanding position — Vanguard Group, the world's second-largest asset manager, has decided to allow ETFs and mutual funds that primarily hold cryptocurrencies … | Keach Hagey / Wall Street Journal: |
CANI files a CA ballot measure to let an oversight board review and undo science and tech nonprofit conversions since January 2024, indirectly targeting OpenAI — The coalition backing the effort has appealed to Elon Musk for help funding the measure — A coalition that tried and failed … | Ash Parrish / The Verge: |
Discord now lets users buy, wishlist, and gift in-game cosmetic items directly within its platform, starting with a store within Marvel Rivals' Discord server — Starting with Marvel Rivals, users will be able to buy and gift in-game items without leaving Discord.| Wall Street Journal: |
The Trump administration agrees to inject up to $150M in xLight, which develops lasers for EUV machines and has Pat Gelsinger on its board, for an equity stake — XLight to get up to $150 million to develop ultraprecise lasers for squeezing more circuits onto semiconductors| Bloomberg: |
Taiwanese prosecutors charge Tokyo Electron for failing to prevent staff from allegedly stealing TSMC trade secrets, indicting the company on several counts — Taiwanese prosecutors charged Tokyo Electron Ltd. for failing to prevent staff from allegedly stealing Taiwan Semiconductor … | Bloomberg: |
Paris-based AI voice startup Gradium, spun out of the nonprofit AI lab Kyutai, raised $70M led by FirstMark and Eurazeo, after launching in September — A Paris-based artificial intelligence voice startup called Gradium has spun out of a nonprofit research lab and raised $70 million in funding … | Angel Au-Yeung / Wall Street Journal: |
A profile of Cursor CEO Michael Truell, a 25-year-old who started building the AI coding tool in 2023, as some question Cursor's reliance on third-party models — Cursor, which launched one of the fastest-growing AI tools of all time, is at the center of the boom-or-bust debate in Silicon Valley| Alex Heath / Sources: |
Memo: Adam Mosseri asks Instagram US staff to return to office five days per week from February 2026; sources: it is the first such mandate for a big Meta unit — Read Adam Mosseri's internal memo announcing a full return to the office five days a week, fewer meetings, and fewer decks.
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| Taylor Soper / GeekWire: |
| Liz Napolitano / CNBC: |
| Natasha Singer / New York Times: |
| Stephen Alpher / CoinDesk: |
| Dan Primack / Axios: |
| Saritha Rai / Bloomberg: |